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Vanguard S&P 500 ETF

2,830 hedge funds and large institutions have $181B invested in Vanguard S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 207 funds opening new positions, 1,295 increasing their positions, 912 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 88

42% more repeat investments, than reductions

Existing positions increased: 1,295 | Existing positions reduced: 912

8% more capital invested

Capital invested by funds: $168B → $181B (+$13.8B)

4% more funds holding in top 10

Funds holding in top 10: 640665 (+25)

3% more funds holding

Funds holding: 2,7472,830 (+83)

0.07% less ownership

Funds ownership: 39.27%39.2% (-0.07%)

5% less call options, than puts

Call options by funds: $964M | Put options by funds: $1.01B

Holders
2,830
Holders Change
+83
Holders Change %
+3.02%
% of All Funds
40.87%
Holding in Top 10
665
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+3.91%
% of All Funds
9.6%
New
207
Increased
1,295
Reduced
912
Closed
88
Calls
$964M
Puts
$1.01B
Net Calls
-$45.5M
Net Calls Change
-$219M
Name Holding Trade Value Shares
Change
Change in
Stake
BEC
1151
Blue Edge Capital
Virginia
$4.58M -$77K -160 -2%
CPA
1152
Capital Planning Advisors
California
$4.57M +$1.12M +2,328 +34%
SPC
1153
Spirepoint Private Client
Florida
$4.53M -$137K -284 -3%
DBRC
1154
D.B. Root & Company
Pennsylvania
$4.51M +$169K +351 +4%
SA
1155
SRH Advisors
Kansas
$4.49M
TWP
1156
Tyche Wealth Partners
Texas
$4.48M +$94.8K +197 +2%
PRI
1157
Prepared Retirement Institute
Pennsylvania
$4.47M +$647K +1,344 +18%
BBPWM
1158
Blue Bell Private Wealth Management
Pennsylvania
$4.46M -$11.1K -23 -0.3%
ECG
1159
EPIQ Capital Group
California
$4.45M +$173K +359 +4%
XWM
1160
Xcel Wealth Management
Florida
$4.45M -$45.2K -94 -1%
SHF
1161
Stage Harbor Financial
Massachusetts
$4.45M +$858K +1,783 +25%
VCM
1162
Vivaldi Capital Management
Illinois
$4.44M +$5.29K +11 +0.1%
PAG
1163
Private Advisory Group
Washington
$4.44M -$89.5K -186 -2%
LC
1164
Lindbrook Capital
California
$4.44M +$210K +437 +5%
JCM
1165
Jacobi Capital Management
Pennsylvania
$4.44M -$642K -1,335 -13%
WRPWM
1166
Werba Rubin Papier Wealth Management
California
$4.44M -$283K -588 -6%
DWA
1167
Douglass Winthrop Advisors
New York
$4.43M -$371K -772 -8%
AA
1168
Advisory Alpha
Michigan
$4.43M +$89K +185 +2%
JEST
1169
JTC Employer Solutions Trustee
Jersey
$4.42M
PWP
1170
Phillips Wealth Planners
Mississippi
$4.41M -$89.5K -186 -2%
YWS
1171
Yarger Wealth Strategies
Ohio
$4.41M +$1.46M +3,044 +53%
BOSSRA
1172
B.O.S.S. Retirement Advisors
Utah
$4.38M +$3.51M +7,291 +494%
CFO
1173
Callan Family Office
Pennsylvania
$4.38M +$233K +485 +6%
MWM
1174
Merriman Wealth Management
Washington
$4.36M +$257K +534 +7%
BCM
1175
Becker Capital Management
Oregon
$4.35M +$79.9K +166 +2%

VOO Hedge Fund Activity: Q2 2024 in Review

2,830 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q2 2024, worth a combined $181B — up 8.2% from $168B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new VOO positions and 88 closed out — a net gain of 119 holders — while 1,295 added to existing stakes and 912 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $3.48B. The largest seller was Global Assets Advisory, cutting an estimated $1.63B.

  • 2,830 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q2 2024, up from 2,747 in Q1 2024.
  • Funds reported $181B of Vanguard S&P 500 ETF stock for Q2 2024, up 8.2% quarter-over-quarter.
  • 207 funds opened new Vanguard S&P 500 ETF positions in Q2 2024 and 88 closed out, a net change of +119 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $3.48B added.
  • The largest Vanguard S&P 500 ETF seller in Q2 2024 was Global Assets Advisory, an estimated $1.63B sold.

Based on aggregated 13F filings for Q2 2024.